This is my client letter addressing Tax Reform: Dear Client: Congress is enacting the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of...
Innovative Strategies For Winning Tax Controversies, Business Structuring And Estate Planning
401(k) plan Roth IRA Rollover.
Roth IRA Rollovers under Fiscal Cliff Law
Roth IRA Rollovers For the past few years, plans with designated Roth accounts could allow an individual to roll over an amount from a non-Roth account into the individual’s designated Roth account in the same plan, but only amounts the individual could have had...
